Cloudflare’s AI pivot traded its steering wheel for straight-line speed
Cloudflare built a theoretically sound AI integration, replacing middle management with AI agents. But trading steering for a larger engine costs dynamic stability when the market shifts.
Oct 142 min read
Trading Steering for Speed: The Architectural Analysis of Cloudflare’s AI Pivot
Cloudflare replaced a fifth of its staff with AI agents to speed execution. We explore the systemic risks of this model and the architectural alternatives.
Oct 146 min read
The AI bubble is being built for superstars. That is exactly why it will burst.
AI capabilities aren't overestimated; the way firms expect to convert them is. The parameter arms race benefits superstars, while profit remains in ordinary processes.
Aug 242 min read
